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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Apollo who wrote (33429)	10/20/2000 12:22:42 PM
From: Dr. Id	Read Replies (1) of 54805

Whereas, principally, Intel, Rambus, Dell and Samsung agreed that RDRAM was superior amongst its peers, and others disagreed, or indicated the greater cost wasn't worth it. One important factor is that the cost of RDRAM has been coming down, and that there is no comparable lower cost product (unless including vaporware). Further, as tinkershaw stated, the performance advantages for RDRAM will increase as the speed of the processors increase. I'm not as confident in the final outcome for RMBS as I am for QCOM and NTAP, but I do think it's a good bet to hit a grand slam. Dr.Id@easiertoholdRMBSwhilealsoholdingQcomNtap@CscoSebl.com

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